This catalog is used for accounting the enterprise income. By registering the income in the system you specify the item to which it relates. Later you can view the results of the entity activity by income items. The catalog has a hierarchy structure so you can create and edit dependencies.
To access the catalog, go to the ‘Accounting’ section (see figure below).
The schematic showing how to access the ‘Income Items’ catalog
By default, the system has several income items that can be edited. To edit any of themTo access the Income Items list, go to Accounting > Master Data > Income Items.
Income items are used to categorize the type and sources of income. Each time you record an income, you specify an income item for this income.
The Income Items list
Initially, there is a list of predefined income items that can be edited.
By creating groups (folders) for related income items, you can create a hierarchy structure. The number of levels is virtually unlimited.
The toolbar buttons
To add a new income item, click the Create button on the toolbar. For details, refer to Adding an Income Item. For description of other buttons, refer to List toolbar.
To view or edit an existing income item, double-click the line with the item name or click the line and press the ‘More’ button located in the right toolbar. Then select ‘Edit’ from the drop-down list. You can right-click the line instead of pressing the ‘More’ button. To learn more about editing, see par. Create and edit income items.the income item in the list.
As the list is filled and for convenience of workpopulated, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list.
The hierarchy structure is built using the Create Group button on the catalog toolbar. The number of dependency levels is unlimited. To Click the Create group button to create groups (folder) for income item.
Creating a Group of Income Items
In the Expense Items (create folder) form, to create a group, enter its description in the Description field.
The Income Item (create folder) form
If the created group is a part of another group, please specify the parent group in the Folder field (see figure below).
Income Items (create folder) form
You can allocate the items in the folders by dragging (in the same way as in desktop and mobile operating systems: select the item, press and hold the mouse button and drag it to the required folder) and by editing (in the income items form, specify the folder where you want to move this item to).the Folder field.
<Auto> in the Code field indicates that the system will assign a unique identifier to the folder once you save it.
Click Save to save the new group or the Save and close button to save the group and close the form.
Then, you can populate the group by creating new income items or by using drag and drop of existing income items.